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A government agency in Texas issued “Investment Advisory Services” (RFP). Solicitation BANK-0324 closed on April 30, 2026. Eligibility: Only for USA Organization. Submissions via Email.
The Vendor is required to provide investment advisory firms to assist in managing and providing guidance on its investment portfolio (which includes general reserves), including but not limited to investment policy review and recommendations, cash flow analysis and investment structuring, ongoing portfolio strategy and investment recommendations, performance measurement and benchmarking, compliance monitoring (policy + state law), monthly/quarterly reporting, economic and market updates, and assistance with audits and reporting (including annual consolidated financial report - ACFR).
- Investment philosophy and how you tailor it to the specific needs of municipal clients.
- Provide representative performance (net of fees) for relevant portfolios over 1, 3, 5, and 10 years.
- Ensure compliance with state and local government investment statutes and policies
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (BANK-0324) closed on April 30, 2026. See similar open RFPs below.
A government agency in Texas. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Email. Follow the instructions in the solicitation documents.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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